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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux Wealth Advisors, a $5.6 has merged with Focus Partners Wealth, one of Focus Financial Partners’ hub firms, according to a LinkedIn post.

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How to Find a Fee-Only Financial Advisor

Darrow Wealth Management

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. Do you have a unique situation? So, thats a lot.

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Retiring When Single: Strategies for Financial Independence

Tobias Financial

Retirement planning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.

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Google Ads for Financial Advisors: The Financial Advisor’s Guide to Running Google Ads Without Wasting a Fortune

Midstream Marketing

Why Financial Advisors Must Leverage Google Ads? Google Ads can be one of the most effective lead-generation tools for financial advisors—if used wisely. High-Intent Audience When someone searches “retirement planning help” or “wealth advisor near me,” they’re actively looking.

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Welcoming Francheska Ruiz and Chad Williamson to Our Advisory Team

Tobias Financial

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.

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How to Create an Eye-Catching Financial Advisor Bio for Instagram

FMG

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Make it easy to remember and search. Use the Name Field Wisely The name field, not the handle, is searchable. ” Dont waste this space by repeating your username.

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Making Informed Social Security Decisions in Today’s Economic Environment

Tobias Financial

While this trend highlights the need for thoughtful planning, the decision to take Social Security early is highly personal and depends on a variety of factors. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy. We’re here to help support your long-term goals.